Exploring Legal Counsel Center
Summarize
Summary of Exploring Legal Counsel Center
Legal Counsel Center is designed for legal department members to effectively categorize, prioritize, and resolve legal issues. It requires the installation of the Legal Request Management and Legal Counsel Center applications. Customers should install the new version to access enhanced features and uninstall the Classic version for optimal performance.
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Key Features
- User action widgets and metrics: Provides an overview of requests and trends, helping fulfillers manage their workload efficiently.
- Multi-tab interface: Allows users to track multiple requests simultaneously, improving workflow management.
- Real-time activity feed: Displays real-time notifications related to legal matters and requests.
- Intuitive search and filter: Enables quick access to relevant information across various sources, enhancing productivity.
- Email functionality: Users can compose and send emails directly from legal request records, streamlining communication.
Key Outcomes
The Legal Counsel Center home page presents actionable widgets to help users quickly resolve legal issues. It offers insights into pending approvals, workload metrics, and trends in legal requests, facilitating better prioritization. With the ability to bookmark important links, legal fulfillers can navigate efficiently, focusing on high-priority items while managing delegated tasks effectively. Note that additional plugins may be required for specific features such as interview templates.
Legal Counsel Center enables legal department members to categorize, prioritize, and efficiently address legal issues.
- Legal Request Management (sn_lg_ops)
- Legal Counsel Center (sn_lg_cf_workspace)
Install Legal Counsel Center to get the Next Experience. Review the Legal Counsel Center application listing in the ServiceNow Store for information on dependencies, licensing or subscription requirements, and release compatibility.
Legal Counsel Center benefits
| Feature | Benefit |
|---|---|
| User action widgets and metrics | As a fulfiller, access an overview of new, assigned, draft, and work-in-progress requests and matters, and pending approvals. You can also see the trends for open and closed requests, matters, and matter tasks, and a consolidated list of all your selected links. |
| Multi-tab interface | Track and address multiple requests concurrently by navigating between multiple open records. |
| Real-time activity feed | View activities related to legal requests and legal matters and notifications in real time. |
| Intuitive search and filter capabilities | Search for relevant information across multiple sources such as knowledge bases, open and resolved legal requests and legal matters, and catalog items in Counsel Assist. |
| Compose and send emails | Compose and send emails from a legal request, legal matter, or matter task record forms through Legal Counsel Center. You can also compose emails and save them as drafts to send later. |
Legal Counsel Center home page
The Legal Counsel Center home page enables you to work with actionable widgets that helps in quickly categorize, prioritize, and efficiently resolve legal issues.
The Legal Counsel Center is the next experience Workspace for the legal fulfillers. It acts as a starting point and gives a snapshot of what is important to the fulfiller. It enables the members of the legal department to categorize, prioritize, and efficiently address legal issues. On the Legal Counsel Center home page dashboard, get a quick overview of the legal requests, legal matters, matter tasks, and pending approvals that the fulfiller is working on and that are newly created or in draft state for your assignment group, which you can assign to yourself and address. The graphical representation of the various metrics and widget data helps you monitor your workload, focus on high-priority items, and easily navigate across your responsibilities. You can view the delegated items that others have delegated to you. Additionally, you can also view trends in open and closed requests and matters over a period of time. Finally, you can use the Your links widget as a bookmark to easily access important and frequently used internal and external URLs within the Workspace.
- The Matters and Matter tasks widgets are visible if the Legal Matter Management plugin is installed.
- To use interview templates, you must first install the Interview Templates plugin (com.sn_interview_templates) and enable the Requested RCA of Interview Templates for Legal Counsel Center application and Legal Matter Management scope. For more information, see Interview Management for Employee Relations.